Manic Rat

$HIMS $MELI $BN

[Manic Rat @TheManicRat]

There’s a very real chance $HIMS hits $1 billion in revenue Q3 with Eucalyptus

[Manic Rat @TheManicRat]

@himshouse When a Netflix CFO buys, you buy

[Manic Rat @TheManicRat]

@BastianelliLore $HIMS likely does $1B + of revenue in Q4 with Eucalyptus.

[Manic Rat @TheManicRat]

$HIMS Guide was up despite weak Q1. Selling here is crazy, that just means more acceleration into H2 2026. With Eucalyptus, we are looking at over $1B revenue in Q4 with 80% yoy growth. $HIMS should re-rate hard going into 2027.

[Manic Rat @TheManicRat]

@himshouse Interesting how they are putting HIMS and HERS under one app in Canada instead of 2 seperate apps like in the US

[Manic Rat @TheManicRat]

One day $HIMS will be able to detect cancer from labs, and create a custom cure using the data they have about you. How could you not be bullish?

[Polymarket @Polymarket]

JUST IN: Australian man cures his dog’s cancer by uploading its DNA to ChatGPT to design a custom vaccine from scratch.

[Manic Rat @TheManicRat]

@himshouse Something interesting, they are now also going to have Ozempic on the platform. This wasn’t in the previous deal they had. $HIMS now going to be serving the diabetes market? Does this check out?

[Manic Rat @TheManicRat]

$HIMS reminds me a lot of $HOOD when it was trading at $7 after the GME fiasco.

[Manic Rat @TheManicRat]

$HIMS is probably one of the best deals on the market right now.

Let’s say they hit $6.5B revenue in 2030 as guided, legal overhang is gone, and they trade at 5x P/S.

That’s a 10x from here.

[Manic Rat @TheManicRat]

@hypergrowth102 I think this move will age well. $HIMS would be almost a 10 bagger to reach $ASTS valuation. Wouldn’t be surprised to see $HIMS have more revenue and profit than $ASTS 5 years from now.

[Manic Rat @TheManicRat]

@growthrapidly They are in blackout period. Execs or the company can’t buy until after earnings.

[Manic Rat @TheManicRat]

$HIMS live in Canada? I am seeing all these treatments available at https://t.co/wNaAspUQNu.

[Manic Rat @TheManicRat]

@alc2022 @AndrewDudum If $HIMS can prove this in court, it could trigger “patent misuse”. In that case, Novo will get huge fines, potential criminal charges, and their patent may become unenforceable for some period of time.

[Manic Rat @TheManicRat]

To everyone upset at $HIMS management for overstepping and “causing a lawsuit”, a 252 page lawsuit of this calibre cannot be drafted over the weekend. Novo was planning to sue regardless. As soon as they saw the FDA pressure HIMS, they doubled down increase the pressure.

[Hims House @himshouse]

🚨 NOVO NORDISK vs. $HIMS & HERS

The lawsuit is 252 pages

Filed in the US District Court for the District of Delaware

It is a patent-only lawsuit; Novo is NOT suing for trademark or advertising issues

The patent at issue is U.S. Patent No. 8,129,343 ('343 patent) -- Novo's "crown jewel" semaglutide patent

Novo's main allegation is that Hims is marketing and selling compounded products containing semaglutide:
- "Compounded GLP-1" (weekly injection)
- "Compounded GLP-1 Microdose" (weekly injection)
- "Compounded GLP-1 Pill" (daily oral)

Novo is making 3 legal claims:
(1) Direct infringement: Novo claims Hims is selling/offering products Novo says are covered by Novo’s semaglutide patent
(2) Induced infringement: Novo claims Hims is encouraging others -- pharmacies/providers/patients -- to make, use, and sell the same products
(3) Willful infringement: Novo claims Hims kept going even after being warned, cites a notice letter dated Feb 8

Novo is asking the court to:
- Rule that Hims infringed (and did so willfully)
- Issue a permanent stop order (injunction) blocking Hims from selling semaglutide
- Award money damages (at least a royalty), plus interest and potentially a detailed accounting of sales
- Award extra damages if willfulness is proven
- Award attorneys' fees
- Jury trial

[Luc @investingluc]

$HIMS has some balls. Leadership taking big swings and striking out every once in awhile is not necessarily a bad thing. Big thinkers and innovators play big. Often in the gray areas...seeing that now with the $nvo lawsuit.

Move fast and break things. All the hyper growth players looked reckless early on...and made stupid mistakes when trying to really lift off.

$hood halted trading during the $gme saga. $uber launched in cities without approval and got banned. States called $dkng "illegal gambling" in the early days.

$HIMS is in its emotional teenage years trying to figure things out while making mistakes along the way.

I'm not involved at the moment...and it's gonna be very volatile for awhile, but I think this can be an asymmetric long term opp here at $18. Just my 2c

[Manic Rat @TheManicRat]

After carefully reviewing the events that happened the past week, 2 things are very clear to me.

1. $HIMS is ready to go to war with $NVO
2. $HIMS wants to work with the FDA, not against it

Both are good things as a shareholder imo.

[Manic Rat @TheManicRat]

@AlexfromBabylon How about Elon tweeting that they secured funding at $420 and almost getting kicked out of his company?

[Manic Rat @TheManicRat]

$HIMS The last time I saw this many people exit their position was when there was some controversial comments made by the CEO. Funny enough, that was also a bottom. The stock proceeded to do a 4x from there in a relatively short period of time.

[Manic Rat @TheManicRat]

$HIMS I think it’s safe to say we are not getting a $NVO partnership, but we probably don’t need it

[Hims House @himshouse]

🚨 BREAKING: $HIMS SAYS IT WILL SELL A COPY OF NOVO NORDISK'S WEGOVY PILL AT $49/MONTH

🤯🤯🤯

[Manic Rat @TheManicRat]

$HIMS launches an oral GLP1 pill for $50/mo undercutting $NVO right before their Super Bowl commercial emphasizing the “Health-Wealth Gap". Demand is going to be insane.

See you all at ATHs in a few months 🫡